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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,717 | $138,393+0.2% | $184,256-24.7% | $80,959+71.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 21.82% | 20.01%+1.8pp | 28.85%-7.0pp | 35.67%-13.9pp |
| Employer contribution / active EE | $7,678 | $4,847+58.4% | $6,427+19.5% | $2,757+178.5% |
| Participant deferral / active EE | $26,979 | $7,076+281.3% | $9,133+195.4% | $4,300+527.4% |
| Admin fee / account holder | $8,923 | $10,489-14.9% | $13,899-35.8% | $6,925+28.8% |